How many contact persons can I add to a customer?

You can add up to 100 contact persons for a particular customer in Zoho Books. To add contact persons:

  • Go to the Sales module on the left sidebar and select Customers.
  • Select the customer for whom you want to add contact persons.
  • Click Edit.
  • In the Contact Persons tab, click + Add Contact Person and enter their details.
  • Click Save.

Pro Tip: You can add up to 500 contact persons for a customer if you have synced the contact persons from Zoho CRM.

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